Western Wealth Management, LLC

Position in WELL — Welltower Inc.

CIK 1767902 GOLDEN, CO

Position in WELL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$669,107

+$167,122 QoQ

Shares Held

2,948

+16.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#847

of 1,577 holders

Holding Since

Mar 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Western Wealth Management, LLC holds $2,164,042 across 4 REIT - Healthcare Facilities names. WELL ranks #2 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OHI	Omega Healthcare Investors Inc	18,477	$880,983
2	WELL	Welltower Inc. This page	2,948	$669,107
3	AHR	American Healthcare REIT, Inc.	6,108	$318,532
4	SBRA	Sabra Health Care REIT, Inc.	15,142	$295,420

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$669,107	2,948	+16.1%	Shares	Sole	2026-08-14
2026-03-31	$501,985	2,539	+8.9%	Shares	Sole	2026-05-19
2025-12-31	$432,842	2,332	+21.5%	Shares	Sole	2026-02-05
2025-09-30	$342,028	1,920	+4.4%	Shares	Sole	2025-11-06
2025-06-30	$282,709	1,839	+8.9%	Shares	Sole	2025-08-11
2025-03-31	$258,771	1,689	-29.1%	Shares	Sole	2025-04-23
2024-12-31	$300,329	2,383	+6.3%	Shares	Sole	2025-04-16
2024-09-30	$287,043	2,242	+10.7%	Shares	Sole	2024-11-12
2024-06-30	$211,210	2,026	-19.1%	Shares	Sole	2024-07-19
2022-03-31	$240,830	2,505	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.